PCB概想强势不减，多家公司披露业务布局_Guangzhou Sanfu New Materials Technology Co., Ltd

PCB概想强势不减，多家公司披露业务布局

Date: 2024-06-12　Click: 7991

6月11日，PCB概想一连强势，龙头协和电子6连板，骏亚科技涨停，则成电子、生益电子涨超15%，逸豪新材、天承科技、中京电子等股涨幅居前。

盘后，协和电子颁布异动布告称，公司股票于2024年6月7日、6月11日陆续两个买卖日内日收盘价值涨幅偏离致粉计达到20%，经公司自查并向公司控股股东及现实节造人书面问询，截至本布告披露日，不存在应披露而未披露的沉大信息。公司股票陆续六个买卖日涨停，累计涨幅77.21%，短期内涨幅较大，动态市盈率较高，存在买卖风险。2021年至2023年，公司净利润逐年同比降落。

此表，多家A股公司今日在互动平台上披露PCB有关业务布局情况。

满坤科技暗示，公司已有PCB技术研发储蓄，公司会持续加大对服务器产品的PCB技术研发和储蓄。协昌科技暗示，公司通过仿真仿照及实测调整，优化PCB表表的电子线路布图，有效降低电磁滋扰、提高产品机能。福晶科技暗示，公司为激光器厂商提供晶体、光学和器件等关键元器件，处于激光产业链的上游，激光加工技术可用于PCB造作领域。

刚正证券指出，往后瞻望，AI有望成为带头PCB行业成长的新动力，同时伴随整机集成度的提升，HDI用量有望持续增长，国内对算力PCB布局的公司有望主题受益。

中金公司研报暗示，国产PCB设备厂商迎来产业升级机缘。目前国内部门显示面板企业在玻璃基板领域具备肯定的技术沉淀，TGV技术或降低对设备环节的要求，使得国产PCB设备厂商具备急剧追赶机遇。国内PCB设备公司在激光钻孔、磁控溅射、水电镀和激鲜明影等领域，已逐步具备全球竞争力，或将受益行业新一轮技术创新。

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Tel: +86592-6220498, +86592-6220478
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Address: No. 57, Fenghuang Sanheng Road, Kowloon Industrial Park, Guangzhou Sino-Singapore Guangzhou Knowledge City

Tel: +8620-32058269 , +862020-32077089 , +862020-32077125
Ningmei Tech

Address: Room 1007, No. 83 Yunnan North Road, Gulou District, Nanjing

Tel: +8625-85863192
Guangzhou Etsing Plating Institute

Address: No. 57, Fenghuang Sanheng Road, Kowloon Industrial Park, Guangzhou Sino-Singapore Guangzhou Knowledge City

Tel: +8620-32058269 , +8620-32077089 , +8620-32077125

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